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ANGELES WEALTH MANAGEMENT, LLC: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ANGELES WEALTH MANAGEMENT, LLC on EFG, newest first. How the timeline and the estimate are built.

ANGELES WEALTH MANAGEMENT, LLC held 19,287 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,287 shares
    Change vs previous 13F -12,295 shares

    0.06% of the 13F portfolio, value $2,399,745.

    13F-HR 0001398344-26-012448 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 18,315 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 972 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,582 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $3,517,288.

    13F-HR 0001398344-26-007421 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 30,610 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 972 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,582 shares
    Change vs previous 13F +13,200 shares

    0.11% of the 13F portfolio, value $3,597,821.

    13F-HR 0001398344-26-003256 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 30,610 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 972 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,382 shares
    Change vs previous 13F +2,255 shares

    0.07% of the 13F portfolio, value $2,093,342.

    13F-HR 0001398344-25-020441 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 17,410 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 972 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,127 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,806,224.

    13F-HR 0001398344-25-014971 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 15,155 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 972 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,127 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,612,700.

    13F-HR 0001398344-25-009563 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 15,155 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 972 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,127 shares
    Change vs previous 13F -14,145 shares

    0.05% of the 13F portfolio, value $1,561,578.

    13F-HR 0001398344-25-002431 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 15,155 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 972 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,272 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,258,781.

    13F-HR 0001398344-24-019999 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 29,300 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 972 shares

    Acceptance time not in the bulk data set (spec §4.2).